News, Comment & Analysis results for Archive

Compliance
16 February 2026

UK's Courtsdesk Shutdown Creates Compliance Headache

Among the bad effects of this decision, a firm said, is that it will have a "downstream impact on...

WM Market Reports
16 February 2026

Report Explores What Makes Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that...

Investment Strategies
16 February 2026

Focus On Chinese Equities In Year Of The Horse

After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns,...

Asset Management
16 February 2026

What's New In Investments, Funds? – Partners Capital, Epochal Corporation

The latest news in investment offerings, financial products and other services relative to wealth...

Financial Results
13 February 2026

Wealth, Group Profits Rise Strongly At NatWest In 2025

The early weeks of 2026 are turning out to be memorable for the UK lender, having announced a major...

People Moves
13 February 2026

Who’s Moving Where In Wealth Management? – Wedlake Bell, Langham Hall

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
13 February 2026

UBS Names Australia Wealth Management Head

The appointee has worked at a variety of firms, including Credit Suisse and Citi Private Bank. ...

People Moves
13 February 2026

A New CEO Takes Helm At Arta Finance

Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. ...

Strategy
13 February 2026

OPINION OF THE WEEK: UK Wealth M&A Hits New Heights

The editor examines some of the considerations and issues linked to two large corporate deals in...

Alt Investments
12 February 2026

Challenges Remain For Private Equity, But Sector Recovers

Private equity has bounced back and as a sector is maturing. There are challenges around the amount...

Comment & Analysis results for Archive

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...